Carl L. Bucki

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 28

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Buffalo History Museum, formerly known as The Butfalo and Erie County Historical Society
  • Trust #
  • Polish Arts Club of Buffalo, Inc.
  • TT ee Hl Saw and Central New York Bankruptcy Bar Associations
  • Town of Amherst - salary

As filed

Deposits in accounts at Bank of America — Interest

Metropohtan Life Insurance Company whole life insurance — Int/Div

Polish National Alliance: whole life insurance — Int/Div

Polish Roman Catholic Union: whole life insurance — Int/Div

Polish National Alliance: whole life insurance — Int/Div

Prudential whole life insurance — Int/Div

Prudential Financial common stock — Int/Div

CD# 1 at Bank of America — Interest

CD #2 at Bank of America — Interest — Closed

Account at First Niagara Bank — Interest — Closed

Account at Key Bank (formerly First Niagara Bank) — Interest

Account at HSBC Bank USA. NA — Interest

Prudential whole life insurance — Int/Div

Accounts at M&T Bank — Interest

Trust Account at Key Bank — Interest — Distnbuted

Real Property # 1, Amherst, New York — Reat

New York State 529 Plan - Conservative Growth Portfolio # — Int/Div — Buy (add'l)

New York State 529 Plan - Conservative Growth Portfolio # 2 — Int/Div — Buy (add'l)

Accounts at M&T Bank — Interest

Accounts at Key Bank — Interest

Inherited IRA at Key Bank — Interest

Prudential Alliance deposit account — Interest

Metropolitan fixed rate annuity — Int/Div

AT&T common stock (x) — Int/Div

Comcast common stock (x) — Int/Div

Verizon Communications common stock (x) — Int/Div

Vodafone Group Plc common stock (x) — Int/Div

Prudential Fmancial common stock (x) — Int/Div

Life Trustee, Buffalo History Museum, formerly known as The Butfalo and Erie County Historical Society

Co-Trustee, Trust #

Director, Polish Arts Club of Buffalo, Inc.

Reimbursement — TT ee Hl Saw and Central New York Bankruptcy Bar Associations — I ds Te — (Teaching)

Spouse's income — 2016 — Town of Amherst - salary

In part VIL line 11 references an account now at Key Bank. This is the same account identified in the 2015 Report as an Account at First Niagara Bank. During

2016, First Niagara Bank merged into Key Bank.

Tn part VII, line 15 references the sole asset of the trust that is identified on line 2 of part 1,

In part VIL, lines 17 and 18 refer to New York State 529 Plans. These plans allow only the selection of a general investment stategy, which in both instances is a

conservative growth portfolio. The plans do not otherwise allow the selection of assets within the plan.

Tn part VII, lines 7 end 28 both reference common stock in Prudential Financial, Inc, The stock in Tine 7 is owned [0000 The stock in line 28 was.

acquired by the undersigned through mheritance during 2016.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Carl L. Bucki | Frix